- Communicating Intra-day trading calls and investing ideas to customers
- Ensure strict adherence to SEBI regulations, internal policies and suitability norms
- Ability to advise the clients from time to time based on the research calls
- Generating brokerage and volume to the branch
- Conduct regular portfolio reviews and provide clear market and performance updates
- To trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations
- Identify new streams for revenue and maintain cordial relationship with existing clients
- Achieve laid down target W.r.t Revenue generation, client activation & client acquisition
- Cross selling third party products (Life Insurance & mutual funds)
Key Competencies:
- NISM 8 certification is mandatory
- Excellent communication and active listening skills
- Confidence and strong presentation abilities
- Ability to explain information clearly and simply